show episodes
 
We are Vermeer Partners, and we’ve created this series to shed light on some of the topics running hot in the investment community today. With insights from industry experts in their own Golden Eras, we reveal some of the issues investors face in today’s often complex, investment world. Whether you are a seasoned industry professional or an enthusiast beginning your investment journey, we hope you gain some valuable insights and enjoy the series along the way. And if you want to find out mor ...
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Did you know that the novel "Lolita" would not exist if Vladimir Nabokov’s wife hadn’t stopped her husband from burning the manuscript? Or that Gandhi learned his legendary method of passive resistance from his wife? Or that the person responsible for Maya Angelou’s genre-defining memoir was her good friend James Baldwin? Significant Others is a narrated, nonfiction podcast about folks just beyond the spotlight of history. Each episode tells the story of a talented, difficult and little-know ...
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show series
 
In this month’s bonus episode, Liza is joined by Dr. Emily Wilson, the first woman to translate Homer’s The Odyssey into English. Liza and Dr. Wilson explore the vital but often underrecognized role of a literary translator, why she set out to translate The Odyssey and The Iliad, and the attention she pays to characters who historically have been d…
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In this bonus episode, Liza is joined by Academy Award-winning screenwriter Eric Roth to discuss the often invisible craft of screenwriting. Eric shares his process of adapting a book to film, the relationship between screenwriter and director, and what it was like working with Martin Scorsese on Killers of the Flower Moon. We’re working hard on Se…
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In this month’s bonus episode, Liza is joined by Benjamin Binstock, art historian and author of Vermeer’s Family Secrets: Genius, Discovery, and the Unknown Apprentice, to discuss the historical examination of Vermeer’s works and the possibility that perhaps there was another hand at play. We’re working hard on Season 2! Until then we will be relea…
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Bonus Episode: Laurie Sandell on Ruth Madoff In this month’s bonus episode, Liza is joined by Laurie Sandell, author of Truth and Consequences: Life Inside the Madoff Family, to discuss Ruth Madoff and her role in the Madoff scandal. Laurie and Liza dive into who Ruth Madoff was as a person, her relationship with Bernie, and if she has any regrets.…
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Generative AI has stolen the headlines this year, and quite rightly so, but some AI applications that have been in the pipeline for years have fallen out of the limelight. Today we hope to shine a light back on these, focussing in particular on healthcare, creative industries and agriculture. This week Alastair McRobert, Investment Manager at Verme…
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On this month’s bonus episode, Liza is joined by Dr. Mali Heled Kinberg, UCLA faculty lecturer and holder of a doctorate in English Literature from Cambridge University, to discuss the fascinating and unique relationship between literary giant James Joyce and his partner, Nora Barnacle. Liza and Mali explore Nora’s profound influence on her husband…
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This week Paul and Simon take a look back at the first half of the year and discuss what’s worked, and what hasn’t worked for investors. They then discuss what the investment team at Vermeer Partners will be focusing on during the second of the year, including the government bond market, alternative assets and high quality equities. www.vermeerllp.…
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In this month’s bonus episode, Liza is joined by Marc Grossman who was speechwriter, press secretary, and personal aide to Cesar Chavez for 24 years. Marc shares his unique insight into the marriage of Cesar and Helen Chavez, and how Helen was a powerful force in her own right and became the mother of the United Farm Workers’ movement. We’re workin…
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In this latest Art of Investment episode, the focus is definitely on Art rather than Investment, as Paul hands over the microphone to Simon Melling our CEO. Vermeer Partners is delighted to be sponsoring this year’s D Contemporary Gallery Summer Exhibition, and in this podcast Simon is in conversation with the Gallery Director and Curator: Irene Po…
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The Bank of England’s forecast that the UK would enter its longest recession in 100 years has proven to be wide of the mark. But what is the outlook for the UK economy from here – do we have reasons to be optimistic? This week on the podcast, Simon French, Chief Economist of Panmure Gordon shares his views on UK growth, what we need to do to improv…
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In this month’s bonus episode, we celebrate Mother’s Day! Liza is joined by bestselling author Anna Malaika Tubbs to discuss her book, The Three Mothers: How the Mothers of Martin Luther King Jr., Malcolm X, and James Baldwin Shaped a Nation. Anna and Liza dive into the lives of these incredible mothers who have historically been ignored, and they …
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This week we take a look at the reasons behind investing in technology, healthcare and the energy transition. We also discuss the current banking crisis and whether we should be concerned by cracks appearing in the commercial real estate market. www.vermeerllp.comBy Ver
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In this month’s bonus episode, Liza is joined by Elizabeth Winkler, author of the new book Shakespeare Was a Woman and Other Heresies to discuss this question of Shakespeare’s authorship. Elizabeth and Liza dive into the compelling evidence that Shakespeare could have in fact been a woman and explore why even the thought of questioning his authorsh…
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We were thrilled to welcome back Tom Naughton onto the podcast this week. Tom is Managing Partner and CIO of Prusik Investment Management, the Asia equity boutique and was one of our first ever guests on the show in 2021. Tom talks to us about the strength of the financial system in the markets he covers, how he prepared for the impact of inflation…
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Significant Others is bringing you another bonus episode! This time Liza is joined by Mo Rocca, the host of the popular podcast Mobituaries, to discuss how people are remembered through their obituaries. Mo and Liza dive into memorable obituaries, what makes a powerful obit, and who maybe didn’t get their proper due. We’re working hard on Season 2!…
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Why does Warren Buffett say one should never bet against America? Well, this week on the Art of Investment podcast we find out by taking a deep dive into the US stock market with Richard de Lisle, Founder of De Lisle Partners and Lead Manager of the VT De Lisle America Fund. Richard has a wealth of experience to draw from having been an investor in…
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We were thrilled to welcome Richard Fairman, CEO of CVS Group to the podcast this week. Richard describes the tailwinds driving the pet sector, how he is focusing on increasing the resilience of the business in what could be a difficult time for the pet owner, both CVS Group’s organic and inorganic growth plans, and he shares his thoughts on invest…
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Significant Others is back with another bonus episode! Liza is joined by historian Heather Cox Richardson, host of the podcast Now & Then, and author of one of the most successful Substacks of all time, Letters From An American. Heather and Liza dive into presidential marriages and ask, who was the best love match? Which overlooked first ladies des…
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Mark Zuckerberg has invested billions into the metaverse with many left questioning the reasons behind such a big bet. We wanted to understand why and in the latest episode of the Art of Investment Podcast Tony Roberts from Invesco EMEA explains the rationale. We also learn about the metaverse value chain, how companies are already using the metave…
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2022 was a bruising year for investors, the pandemic continued to cause disruption to demand and supply dynamics, there was the unforgiveable invasion of Ukraine and central bankers tightened monetary conditions at an unprecedented rate. These factors sent shockwaves through global markets and there were simply very few places to hide. But what doe…
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In the first episode of our third season, we welcome Jon Boaden, CFO of Volex to the podcast. Volex is a British manufacturing success story that has been making products that transmit power and data for over a hundred years. In this show, Jon talks us through the history of the group, the opportunity for Volex in the EV charging market, how the ma…
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CNN anchor Jake Tapper joins Liza in another special bonus episode to discuss how a 2-party system can look a little bit like a long-term marriage… that neither partner actually signed up for. How has this relationship evolved over the years and in what ways do the parties rely on each other? Liza and Jake discuss all this and more. We’re working h…
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Significant Others is back with another bonus episode! Liza is joined by Dana Schwartz, host of the popular podcast Noble Blood, which explores the stories of the world’s most fascinating nobles. Today, Dana takes us on a crash course through the complicated dynamics of royal marriages and answers our burning questions! What set Catherine the Great…
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Significant Others is back with a bonus episode! Pulitzer Prize-winning biographer Stacy Schiff returns to discuss her new book The Revolutionary: Samuel Adams, which examines the essential (and somewhat forgotten) role of Samuel Adams during the Revolutionary War. Liza and Stacy explore why he has become more known as “the beer guy” than for his c…
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Dr Daniel Koller is head of the investment management team at Bellevue Asset Management, one of the largest, specialist Biotech investors in the world. He joined Paul on the Art of Investment Podcast this week to talk about the incredibly exciting and innovative sector that is Biotech. He explains the long-term growth drivers underpinning the secto…
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Paul Major, Portfolio Manager of the Bellevue Healthcare Trust, returns to the Art of Investment Podcast this week to discuss a host of health-related topics including how healthcare systems need to change following the pandemic and why he prefers small and medium size companies compared to large, mega cap businesses. He also discusses some excitin…
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This week on the Art of Investment Podcast we learn about the energy transition through an insightful interview with Richard Lum, Co-Chief Investment Officer of Victory Hill Capital Partners. He talks to Paul about the energy crisis in Europe currently, how the sustainability issue is bigger than just renewable energy, how the team aim to make high…
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On this bonus episode of the Art of Investment, Harry Clancy, Investment Manager is joined by Roshni Davda, an Accounting & Finance undergraduate at Leicester University who joined Vermeer Partners for a Summer Internship. Roshni applied through GAIN which stands for ‘GIRLS ARE INVESTORS’ and is a charity set up to improve gender diversity in inves…
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Paul is joined in this episode by Stuart Widdowson, Founder of Odyssean Capital and Fund Manager of the Odyssean Investment Trust. Stuart and his co-Manager, Ed Wielechowski, have a unique investment approach and look at UK smaller companies through a private equity lens. They discuss why permanent capital is important to them, how they deliver ret…
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The Common Sense Book of Baby and Child Care altered parenting forever and made Dr. Benjamin Spock a household name. But his wife Jane, who not only helped him get the book down on paper but introduced him to the very concepts that were so revolutionary in his work, was ruined by his success. Source List: Dr. Spock, An American Life, by Thomas Maie…
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It was a privilege to welcome Prashant Khemka to the Art of Investment podcast this week. Prashant was CIO of Global Emerging Markets and India Equity at Goldman Sachs Asset Management before founding White Oak Capital Management in 2017, now a $5.4 billion AUM investment firm specialising in Indian equities. In this episode, Prashant shares his vi…
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Virginia Woolf’s father, Sir Leslie Stephen, wanted nothing more than to be a genius—but he created one instead. Starring: Jameela Jamil as Virginia Woolf and Luke Millington-Drake as Sir Leslie Stephen. Source List: “Virginia Woolf and Leslie Stephen: History and Literary Revolution,” by Katherine C. Hill To The Lighthouse, by Virginia Woolf A Roo…
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Legendary filmmaker Elia Kazan gave us such cinematic classics as On the Waterfront and A Streetcar Named Desire, but he made himself a pariah when he named names to the government. Without his wife, Molly Day Thacher, he might never have made his controversial decision–nor even had a career to begin with. Starring: Lisa Kudrow as Molly Day Thacher…
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Without the profound connection between these two artists, would the world ever have gotten I Know Why The Caged Bird Sings? Starring: Christina Elmore as Maya Angelou and Larry Powell as James Baldwin. Also starring Angelica Chéri as Lorraine Hansberry. Source List: James Baldwin: A Biography, By David Adams Leeming The Three Mothers, by Anna Mala…
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Vladimir Nabokov is best known for writing the highly controversial yet critically revered novel, Lolita. But the book might never have made it onto the shelves were it not for the other Nabokov—Vladimir's enigmatic and elusive wife, Véra. Starring: D’Arcy Carden as Véra Nabokov and Dan Bucatinsky as Vladimir Nabokov Source list: Véra by Stacy Schi…
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Charlie Fricker is the Fund Manager interviewed on the Art of Investment Podcast this week. Charlie talks about the team’s global investment strategy, why they are overweight Japanese equities, how they are investing in the digital transformation, why central bankers are making the headlines currently and what he will be watching in the upcoming US…
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Mary Lincoln is the First Lady everyone loves to hate. But without her, would Abe Lincoln even have been president in the first place? Theirs is a love story that contains many tragedies—and a key to how America became the country it is today. Starring: Rita Wilson as Mary Lincoln and Timothy Olyphant as Abraham Lincoln. Also featuring Matt Gourley…
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Mohandas Gandhi helped India win independence from Britain through nonviolent resistance but little know that he credits the inspiration for his tactics to his wife, Kasturba. So, who was the wife of this renowned saint? Starring Dipika Guha as Kasturba Gandhi and Samrat Chakrabarti as Mohandas Gandhi. Source List: The Woman Beside Gandhi: A Biogra…
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Inflation here in the UK continues to climb to levels not seen since the 1970s. But what does this mean for us all and when will the pain end? This week Paul is joined by Simon King, CIO of Vermeer Partners who discusses the myths and realties of our inflation predicament. https://vermeerllp.com/ https://www.linkedin.com/in/simon-king-3833401a/ htt…
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Leo Tolstoy is widely regarded as one of the greatest authors of all time. Yet, without his wife, Sophia Tolstoy, would the world have been gifted with such literary classics as War and Peace and Anna Karenina? Starring Megan Mullally as Countess Sophia Tolstoy and Nick Offerman as Leo Tolstoy. Source List: Tolstoy, A Biography by A.N. Wilson, 1988…
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Did you know that the novel "Lolita" would not exist if Vladimir Nabokov’s wife hadn’t stopped her husband from burning the manuscript? Or that Gandhi learned his legendary method of passive resistance from his wife? Alongside any famous name, there is often another story to tell—of an intimate relationship that made all the difference. Starting Ju…
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